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iShares Russell Mid-Cap ETF
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Overview Fund Activity

436 hedge funds and large institutions have $8.01B invested in iShares Russell Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
436
Holders Change
+43
Holders Change %
+10.94%
% of All Funds
11.64%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.83%
New
76
Increased
160
Reduced
115
Closed
24
Calls
$19.5M
Puts
$3.69M
Net Calls
+$15.8M
Net Calls Change
+$9.94M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$237M
2
Bank of America
2
Bank of America
North Carolina
$863M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.33B
4
Wells Fargo
4
Wells Fargo
California
$872M
5
Northern Trust
5
Northern Trust
Illinois
$150M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.69M
2
Citigroup
2
Citigroup
New York
$61.8M
3
AssetMark Inc
3
AssetMark Inc
California
$64K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M
5
ANTB
5
AMG National Trust Bank
Colorado
$72.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FDCC
351
Foster Dykema Cabot & Co
Massachusetts
$261K 1,564 – –
HCM
352
Howland Capital Management
Massachusetts
$258K 1,543 – –
GA
353
Geneva Advisors
Illinois
$254K 1,520 – –
MPI
354
Mairs & Power Inc
Minnesota
$253K 1,516 – –
NIM
355
Northeast Investment Management
Massachusetts
$251K 1,500 – –
PL
356
Parthenon LLC
Kentucky
$241K 1,442 +1,442 New
RFC
357
Russell Frank Company
Washington
$240K 1,421 -355 -20%
BAS
358
Brown Advisory Securities
Maryland
$235K 1,407 +1,407 New
SCP
359
Syntal Capital Partners
Texas
$234K 1,406 – –
UR
360
USCA RIA
Texas
$234K 1,401 +107 +8%
Susquehanna International Group
361
Susquehanna International Group
Pennsylvania
$229K 1,371 +1,371 New
M
362
MOTCO
Texas
$228K 1,364 -43 -3%
BWP
363
Baldwin Wealth Partners
Massachusetts
$221K 1,321 -506 -28%
VC
364
Vicus Capital
Pennsylvania
$219K 1,309 -39 -3%
BEAM
365
Baker Ellis Asset Management
Washington
$218K 1,303 – –
JWS
366
Juncture Wealth Strategies
Arizona
$214K 1,276 +1,276 New
BOS
367
Bank of Stockton
California
$212K 1,270 – –
AIM
368
Aspen Investment Management
Michigan
$207K 1,240 +1,240 New
BW
369
Bison Wealth
Georgia
$203K 1,215 +1,215 New
PIA
370
Peachtree Investment Advisors
Georgia
$181K 1,083 – –
BBHC
371
Brown Brothers Harriman & Co
New York
$174K 1,042 – –
PFG
372
Pacific Financial Group
Washington
$170K 1,020 – –
BCP
373
Blue Chip Partners
Michigan
$169K 1,013 +1,013 New
MI
374
Markston International
New York
$167K 1,000 – –
NFG
375
Next Financial Group
Texas
$165K 986 -3,968 -80%
13 14
15
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